中国电~1

26 March 2026 | 8:24PM HKT Equity Research China Grid Tech: Power Transformer Tracker: US supply gap increasing in 2027-28E, while China's exports accelerated to +61% yoy ytd This report introduces the China Power Transformer Export Tracker, designed to monitor global supply-demand dynamics and identify export opportunities for Chinese manufacturers. The global power transformer market is currently defined by a severe supply-demand mismatch. While the U.S. and European demand surge - driven by data center e ...